Bogart Wealth LLC’s SS&C Technologies SSNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.97K | Hold |
48
| – | – | ﹤0.01% | 981 |
|
|
2025
Q1 | $4.01K | Hold |
48
| – | – | ﹤0.01% | 934 |
|
|
2024
Q4 | $3.64K | Hold |
48
| – | – | ﹤0.01% | 954 |
|
|
2024
Q3 | $3.56K | Buy |
+48
| New | +$3.56K | ﹤0.01% | 889 |
|
|
2023
Q2 | – | Sell |
-47
| Closed | -$2.65K | – | 1123 |
|
|
2023
Q1 | $2.65K | Buy |
47
+31
| +194% | +$1.75K | ﹤0.01% | 855 |
|
|
2022
Q4 | $833 | Buy |
+16
| New | +$833 | ﹤0.01% | 873 |
|